Bidsketch

Bidsketch + Salesforce Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Bidsketch and Salesforce, with as many as 140 possible integrations. Are you ready to find your productivity superpowers?

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It's easy to connect Bidsketch + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Client

Triggered when a client is created through the API or in the Bidsketch app

Create Client

Creates a new client

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Create a Proposal

This starts a new proposal

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

Create Fee

Creates a new fee

New Lead

Triggers when a new lead is created.

Create Lead

Create a new lead.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Add a Lead to a Campaign

Add a lead to a campaign.

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Bidsketch helps you create professional proposals in minutes.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations